List of SS&C Performance Attribution Customers
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Since 2010, our global team of researchers has been studying SS&C Performance Attribution customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SS&C Performance Attribution for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SS&C Performance Attribution for Portfolio and Investment Performance and Planning include: Momentum Securities, a South Africa based Insurance organisation with 5800 employees and revenues of $2.50 billion, Allianz Global Investors, a Germany based Banking and Financial Services organisation with 1500 employees and revenues of $102.0 million, ISPT, a Australia based Banking and Financial Services organisation with 400 employees and revenues of $70.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Performance Attribution, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SS&C Performance Attribution customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Allianz Global Investors | Banking and Financial Services | 1500 | $102M | Germany | SS&C Technologies | SS&C Performance Attribution | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020, Allianz Global Investors selected SS&C Sylvan as its consolidated global performance measurement and attribution platform to support its global fixed income business. The deployment is described against the Portfolio and Investment Performance and Planning category and centered on SS&C Performance Attribution to address investment performance processes across the firm’s global fixed income operations in EMEA and other global markets.
Implementation focused on enabling user-defined attribution models and accommodating custom attribution methodologies, with configuration workstreams for interactive reporting and self-service dashboards. Functional capabilities implemented included consolidated performance measurement and attribution workflows, model parameterization for fixed income attribution, and interactive reporting layers that provide analysts with self-service access to attribution outputs and drill down analytics.
Operational coverage spanned the firm’s global fixed-income operations and finance and investment performance teams, embedding the new platform into existing investment performance processes across EMEA and global sites. The program emphasized centralization of attribution logic and standardized reporting across geographies, while preserving the ability for local teams to define custom attribution rules where required.
Governance workstreams restructured attribution model ownership and reporting workflows to support user-configurable models and interactive distribution of results. The project addressed process standardization for performance measurement and attribution, instituting controls around model configuration, reporting cadence, and access to self-service dashboards.
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ISPT | Banking and Financial Services | 400 | $70M | Australia | SS&C Technologies | SS&C Performance Attribution | Portfolio and Investment Performance and Planning | 2022 | n/a |
In 2022, ISPT implemented SS&C Performance Attribution in the Portfolio and Investment Performance and Planning category to advance investment performance measurement for its A$22bn property portfolio. The Finance organization led the program, and the deployment was focused on investment performance processes in Australia.
The implementation centralized performance measurement and attribution workflows, automating data ingestion, return calculations and analytics. Functional capabilities configured during the rollout included configurable time weighted returns, configurable money weighted returns, segmentation controls and self service dashboards for portfolio performance analysis.
Vendor communications referenced SS&C Sylvan as the performance measurement and attribution offering used for the engagement, and SS&C Performance Attribution was positioned to support finance and investment teams in reporting and attribution for the A$22bn portfolio. The project scope remained concentrated on investment performance processes and on delivering centralized analytics and self service reporting for the Australian investment teams.
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Momentum Securities | Insurance | 5800 | $2.5B | South Africa | SS&C Technologies | SS&C Performance Attribution | Portfolio and Investment Performance and Planning | 2022 | n/a |
In 2022, Momentum Securities implemented SS&C Performance Attribution to consolidate and standardize investment performance measurement and reporting. The SS&C Performance Attribution deployment was aligned with Portfolio and Investment Performance and Planning, focusing on performance calculation engines, investor reporting workflows and controls for GIPS compliance.
The implementation used SS&C Sylvan components to consolidate disparate performance measurement systems, delivering centralized calculations and customizable dashboards across retail and institutional portfolios. Functional capabilities implemented included performance measurement and attribution calculations, investor reporting automation, and dashboard-driven analytics to support finance and investment teams.
Operational scope concentrated on performance and investor reporting processes in South Africa, covering finance and investment operations for retail and institutional asset pools. Governance work emphasized standardization of measurement processes and reporting controls to support GIPS compliance, with a rollout designed to centralize calculations and streamline investor reporting, and reported improvements in operational efficiency.
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